AWM
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Apollon Wealth Management’s Agilon Health AGL Stock Holding History

Apollon Wealth Management’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
+2,917
New +$191K ﹤0.01% 1248
2026
Q1 		– Sell
-3,294
Closed -$56.7K – 1404
2025
Q4 		$56.7K Buy
3,294
+488
+17% +$9.46K ﹤0.01% 1280
2025
Q3 		$72.3K Buy
+2,806
New +$106K ﹤0.01% 1283

Other funds holding AGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Apollon Wealth Management's AGL Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in Agilon Health (AGL) in Q2 2026: 2,917 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #1248 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in AGL as recently as Q4 2025.

Apollon Wealth Management first reported a position in AGL in Q3 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • Apollon Wealth Management held 2,917 shares of Agilon Health worth $313K as of Q2 2026.
  • Agilon Health was a new Apollon Wealth Management position in Q2 2026.
  • Agilon Health made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1248 holding.
  • Apollon Wealth Management first reported a position in Agilon Health in Q3 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.